HBK Sorce Advisory’s First Interstate BancSystem FIBK Stock Holding History

HBK Sorce Advisory’s Portfolio FIBK Stock Details FIBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-100,000	Closed	-$105K	–	690
2022 Q4	$105K	Buy	100,000 +50,000	+100%	+$2.11M	﹤0.01%	687
2022 Q3	$51K	Buy	+50,000	New	+$2.01M	﹤0.01%	515

Other funds holding FIBK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HBK Sorce Advisory's FIBK Position: Q1 2023 in Review

HBK Sorce Advisory sold out of First Interstate BancSystem (FIBK) in Q1 2023, closing a stake of 100,000 shares — an estimated $105K sold.

HBK Sorce Advisory first reported a position in FIBK in Q3 2022 and held it in 2 quarters. The position peaked at $105K in Q4 2022. 222 funds tracked by Wall St. Rank hold FIBK as of Q1 2023.

HBK Sorce Advisory reported no remaining First Interstate BancSystem position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 100,000 First Interstate BancSystem shares in Q1 2023, an estimated $105K.
HBK Sorce Advisory first reported a position in First Interstate BancSystem in Q3 2022 and held it in 2 quarters.
HBK Sorce Advisory's First Interstate BancSystem position peaked at $105K in Q4 2022.
222 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.